You're currently in Allfred’s shared demo workspace, where multiple users are exploring how they can streamline project and finance management with Allfred. This environment is great for an initial look, but we don’t recommend adding any confidential data here.
Get a personalized trial workspace
For a personalized trial workspace, where you can securely test Allfred with your own agency data, just reach out to [email protected].
Want a guided introduction? You can also book an optional discovery call with our COO Matej Pechota to walk through key features and best practices.
Your dedicated workspace will be set up within 1-2 business days, allowing you to experience Allfred’s full potential in a private environment. We'll provide access credentials for team members involved or allow you to invite colleagues directly according to your needs.
To thoroughly evaluate Allfred, we suggest allocating a few focused hours across the two-week trial period. This will help your team assess functionality effectively and comfortably.
Dedicated support during your trial
Throughout your free trial, you'll have full access to our support team just like any regular client. Feel free to ask any questions and explore Allfred's features fully.
Our Implementation specialists will assist you with technical setup, best practices, and strategic workflow advice to maximize your benefits from Allfred. For immediate support: [email protected] or use the in-app chat.
Why agencies choose Allfred:
✅ Increased Billable Hours: Accurate time tracking with Allfred has increased agency billable hours by 20-30%. Learn more.
✅ Reduction in Reporting Time: "What took one hour in ClickUp, with Allfred we have it in 10 minutes." Learn more.
✅ Profitability Tracking: Enables your agency to closely monitor financial performance, quickly identify issues, and make data-driven decisions. Learn more.
✅ Centralized Workflow: "You don’t need anything else, just this one tool. You have your complete workflow in one place." Learn more.
There are many more reasons why agencies choose Allfred - discover additional benefits here.
Recommended activities during your free trial
To make your trial as practical and beneficial as possible, we recommend first setting up basic workspace settings, such as notification preferences, task statuses, or your agency's organizational structure (teams, user roles). You can also configure legal entity and invoicing details if you'd like to test invoicing within Allfred.
We recommend testing the following core functionalities in Allfred to experience immediate value:
Set Up Clients and Brands
Add your clients and brands along with their billing details and contact persons.Create a Budget
Easily draft budgets and see the estimate of your agency’s expected gross income. The quickest way is to go to the budget section and select "Create New Budget."
For more details, check the detailed guide on creating budgets or watch this insightful video:
Start a Project from Your Budget
Once your budget is ready, simply click the "+project" button in the budget list to easily convert it into a structured project. Watch this video to see how you can maintain control over your projects.
Project Dashboard
Learn how to manage your projects, quickly identify bottlenecks, and monitor budget overruns with this easy video guide.
Manage Tasks
Create and assign tasks within your projects for seamless collaboration. Don't forget to set up task group templates to further simplify task management.
Resource Planning
Plan your team's workload efficiently, optimize resource utilization, and prevent burnout.
Track Your Time
Curious about tracking time effortlessly? Log your working hours with just one click to improve billing accuracy.
Explore Invoicing and Expenses
Practice creating invoices and managing expenses seamlessly. Check out these videos for guidance on invoice tracking, automation, and expense management.
Smart expense management:
Effortless invoicing:
Analyze Reports
View insightful reports to effectively monitor your agency’s performance and profitability.
For detailed step-by-step guidance, we encourage reviewing this self-onboarding guides to help you understand key processes and make the most out of your trial.
What happens if you decide to go forward?
Once you've experienced the trial and choose Allfred, we'll guide you smoothly through the structured onboarding process, including:
Directors Check-in Call: To understand your workflows and set tailored onboarding.
Workspace Preparation: Configuring your Allfred workspace specifically to your agency’s needs.
Structured Workshops: Covering projects, tasks, financials, resource planning, invoicing, and reporting.
Regular Check-ins: Ongoing support to ensure successful adoption.
📌 Detailed onboarding process for mid-sized agencies (10-30 users): What Happens After Choosing Allfred?
Available Integrations
Allfred supports integrations tailored to agency workflows, including:
Accounting: Pohoda, Abra, Omega, Xero, Helios
File Storage: SharePoint, Google Drive
HR Tools: Timetastic
CRM Systems: Pipedrive
If you’re missing a specific integration, let us know! During onboarding, we’ll help you find the best implementation solution for your agency. Integration details are discussed during your initial Directors Check-in call.
FAQs
How long is the free trial?
Typically, a trial lasts two weeks, providing ample time to test core functionalities.
Who should participate in the trial?
Project managers, team leaders, CFOs, admins, and other relevant team members based on your intended use of Allfred.
Can we import our own data into Allfred during the trial?
Yes, after signing the contract, you can import clients, brands, contacts, billing addresses, contractors or rate cards, and users.
Do we need to fill import spreadsheets?
No, it's optional. You can input data directly into Allfred. In certain regions, Allfred can automatically fetch company data from official business registries.
Can we request a custom demonstration before the trial?
Yes, you can request a qualification call to tailor the demo specifically to your agency's requirements.
Are trial sessions recorded?
Yes, sessions can be recorded upon request.
Do you offer personalized onboarding if we proceed after the trial?
Absolutely. We provide detailed and tailored onboarding based on your specific needs and contract agreement.
We look forward to showing you the power of Allfred and helping you streamline your agency operations for greater efficiency and profitability!